On July 6, Onto Innovation rose 5.29% overnight, trading at $323.84/share, with turnover of $29,800. The gain came amid a broad rally across the semiconductor equipment sector following ASML's upward revision to its full-year revenue guidance.

Lithography giant ASML announced it raised full-year revenue guidance, citing sustained growth in demand for advanced lithography equipment tied to AI chip manufacturing. Leading foundries including TSMC and Samsung are accelerating adoption of high-NA EUV lithography tools to meet AI accelerator demand, further strengthening the certainty of capacity expansion at 3nm and below nodes. The guidance upgrade is widely viewed as a bellwether for the entire semiconductor equipment supply chain, confirming that AI-related capital expenditure remains in an expansion cycle.

Within the Semiconductor Equipment sector, the rally was broad-based. Among individual stocks, Applied Materials up 5.06%, Lam Research up 5.69%, KLA-Tencor up 5.7%, ASML Holding NV up 4.08%, Teradyne up 5.12%.

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